This article describes faxing in EncaptureMD. It includes:
- How to fax an existing final report to a different recipient after the report has been signed
- Using Fax Queue History to confirm fax transmission and troubleshoot fax issues
- Enabling reports to be faxed when initially finalize
If faxing is not not enabled for your account (fax queue not visible, fax option not present in work list right click on finalized studies), please contact EncaptureMD at [email protected] .
Faxing an existing final report
To fax a previously signed report, locate the study on the work list. Right click it and select Fax from the context menu.
The study Quick View will open to the Faxing tab as shown below.
- Fax Recipients displays an overview of the fax recipients with the status of the most recent fax transmission.Right clicking any of these lines provides the ability to resend the previous fax to the same recipient.
- Fax Queue History displays ALL fax transmissions for this study. Note this data is the same as displayed in Fax Manager.
- Click Send New Fax to open the Setup Fax Recipients window.
Send New Fax
After clicking the Send New Fax button, this pop-up will appear. Click the Reports to Fax multi-select combo box (1) and select one or more reports to fax. Once selected, click +Fax Recipient (2) to choose one or more recipients.
Note: Not all reports can be printed or faxed. Contact your administrator to discuss adding a report to this list.
Adding a fax recipient
The left side of the window for adding Referring MD's as Fax Recipients (6) is a lookup to the full Referring Manager list for your site. The most commonly used Referring MD's load to the list but the lookup allows the user to search for any Referring MD record.
Click + Add as Fax Recipient for the desired recipient. The pop up window below will appear.
- Click the +Add as Fax Recipient button to add one or more referring to the fax queue.
- If the recipient has a fax number, the button will be active.
- If the button is grayed out, no fax number exists. Right click on the row and select Edit to open the referring editor. Do the same if the fax number is incorrect.
Edit Referring MD
Right click Edit brings up this form. To send a fax to this referring, ensure there is a fax number (1) clicking +Phone Number and setting the type of that row to Fax. Also make sure (2) that Receive Results by fax is checked.
Send faxes
- When all desired recipients have been added...
- Click the X in the top right corner to close the search window. The Setup Fax Recipients window will again be visible.
- Recipients can be removed by clicking on the trash can beside the Added check mark or they can be removed once the window is closed
- When Send Fax is clicked, the user is returned to the Faxing tab of the Quick View. Triggered fax(es) will initially display as queued in the Fax Recipients list. The status can be monitored directly from the Quick View of the study or from Fax Manager.
Fax logging in the study chronicle
Faxing transactions and status changes will be written to the study chronicle. You can filter to these messages (1) by typing "fax" in the Notes filter
